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What is Reflect CRM?

Reflect CRM Software is a comprehensive tool for managing customer relationships and business databases. This solution is designed to enhance sales performance and improve customer retention rates. Users can easily monitor their accounts, contacts, leads, and meetings in one place. With capabilities to support various users and multiple companies, Reflect also offers convenient web access. Furthermore, the software simplifies data filtering and reporting, making it an efficient choice for businesses looking to streamline their operations and gain valuable insights. Overall, Reflect CRM is an essential resource for any organization aiming to optimize its customer engagement strategies.

What is Koan?

Koan boasts an intuitive interface designed to help teams create clear, measurable objectives. Whether working in person or remotely, this OKR platform fosters collaboration, tracks performance, and nurtures a feeling of togetherness among team members. By offering a unique approach to organizing goals and tracking progress, Koan seamlessly combines goal-setting with continuous reflection, allowing teams to prioritize task execution, learn from their experiences, and make progress. With Koan, teams can not only define their targets but also engage in meaningful discussions about their progress, ultimately leading to significant achievements. Regular updates within the team should include conversations about advancements, changing priorities, and obstacles faced, which can provide clarity and direction. Encouraging team members to assess their confidence levels collaboratively ensures that everyone participates in evaluating the progress of their goals. Recognizing successes and establishing trust among colleagues through thoughtful inquiries can lead to fruitful discussions and create natural opportunities for constructive feedback, which enhances the dynamics of the team. In this way, Koan fundamentally redefines how teams connect and thrive together while promoting an environment of continuous improvement. Such a transformation not only elevates individual performance but also strengthens overall team cohesion and effectiveness.

Media

Media

Integrations Supported

Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Okta
OneLogin
SAP Store
Salesforce
Slack
Trello
Zapier

Integrations Supported

Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Okta
OneLogin
SAP Store
Salesforce
Slack
Trello
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$14.99/one-time
Free Trial Offered?
Free Version

Pricing Information

$6 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

NCH Software

Date Founded

1993

Company Location

United States

Company Website

www.nchsoftware.com/crm/index.html

Company Facts

Organization Name

Koan

Date Founded

2015

Company Location

United States

Company Website

www.koan.co

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

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